Yuav Ua Li Cas Txog Txoj Kev Txhim Kho Ntawm Kev Lag Luam Hauv Tsev PCB

(1) Tuam Tshoj Mainland tau dhau los ua thaj av uas muaj kev loj hlob sai tshaj plaws hauv ntiaj teb PCB tso zis tus nqi thiab high-end khoom HDI

Kev lag luam PCB tau nthuav dav thoob plaws ntiaj teb. Cov teb chaws tsim kho nyob hauv Europe thiab Tebchaws Meskas tau pib ntxov, tsim thiab siv tag nrho cov cuab yeej thiab cov cuab yeej siv siab heev, yog li kev lag luam PCB tau tsim los ntawm leaps thiab ciam teb. Txij li thaum lig 1990s, Asia, tshwj xeeb tshaj yog Tuam Tshoj, tsis tu ncua qhia txawv teb chaws advanced technology thiab khoom siv nrog nws zoo nyob rau hauv kev ua hauj lwm, kev pab, kev cai, thiab kev lag luam agglomeration, thiab tau dhau los ua thaj av uas muaj kev loj hlob sai tshaj plaws hauv PCB cov nqi tsim tawm hauv ntiaj teb. Asia, tshwj xeeb tshaj yog Tuam Tshoj mainland, yog tus qauv tshiab ntawm cov chaw tsim khoom.

Los ntawm txoj kev xav ntawm txoj kev loj hlob ntawm PCB kev lag luam, lub ntiaj teb no PCB kev lag luam tau ntsib peb txoj kev lag luam hloov mus rau xyoo tas los no. Thawj qhov kev hloov pauv yog los ntawm Tebchaws Europe thiab Tebchaws Meskas mus rau Nyij Pooj, qhov thib ob yog los ntawm Nyiv mus rau Kaus Lim Qab Teb thiab Taiwan, thiab qhov thib peb yog los ntawm Kaus Lim Qab Teb thiab Taiwan mus rau Tuam Tshoj mainland.

(2) Cov qauv khoom PCB hauv Suav teb loj yog qhov ua tau zoo tsis tu ncua, thiab HDI kev lag luam muaj lub zog loj hlob.

Raws li cov ntaub ntawv pej xeem, ntawm ntau cov khoom PCB hauv Suav teb av loj xyoo 2020, ntau txheej boards yog cov khoom lag luam uas muaj txiaj ntsig ntau tshaj plaws, suav txog 44.86 feem pua ​​​​ntawm cov nqi tso tawm. Kev sib koom ua lag luam ntawm HDI pawg thawj coj saib thiab lub rooj tsav xwm hloov pauv tau nce sai, thiab cov nqi tso tawm tau suav txog 17.34 feem pua ​​thiab 17.37 feem pua. Raws li PCB daim ntawv thov kev lag luam txhim kho nyob rau hauv cov kev taw qhia ntawm kev txawj ntse, nyias thiab siab precision, qhov kev faib ua feem ntawm high-tech, high-nqi-ntxiv HDI boards, saj zawg zog boards thiab ntim substrates nyob rau hauv lub PCB kev lag luam yuav nce ntxiv, thiab kev loj hlob ntawm downstream. kev thov yuav txuas ntxiv mus ntxiv Qhov kev ua kom zoo ntawm PCB kev lag luam qauv txhawb nws txoj kev hloov kho sai thiab kev loj hlob.

5G kev tsim kho vaj tse tau pib sai sai hauv 2019, thiab thaum kawg ntawm 2019, Tuam Tshoj tau tsim ntau dua 100,000 5G hauv paus chaw nres tsheb. Nyob rau hauv lub 5G era, ib tug series ntawm downstream industries xws li smartphone txawj tej yam ntxiv, nce hauv Internet ntawm tej yam, thiab nce nyob rau hauv lub complexity ntawm automotive electronics yuav siv sij hawm ntau qhov chaw rau xov tooj cua zaus circuits nyob rau hauv 5G mobile xov tooj, thiab mobile xov tooj motherboards. thiab lwm yam khoom yuav raug compressed rau ntau qhov chaw. High-density, daim ntawv me me ua tiav cov pob, thawb HDIs ua nyias, me dua, thiab ntau dua. Ntxiv nrog rau cov xov tooj smartphones, lwm yam khoom siv hluav taws xob thiab IoT daim ntawv thov tseem yuav ua rau muaj kev xav tau ntawm high-end HDI thiab RF boards.

Cov qauv tam sim no ntawm tag nrho cov neeg siv khoom siv hluav taws xob yog tsim los ntawm kev txawj ntse siab, nyias thiab txav tau yooj yim, thiab qhov kev txhim kho no tau nce ntxiv rau cov khoom siv PCB hauv cov khoom siv hluav taws xob. Raws li cov ntaub ntawv pej xeem, cov khoom lag luam PCB loj tshaj plaws hauv cov xov tooj ntawm tes yog HDI board, uas suav nrog ntau dua 40 feem pua. Tam sim no, kuv lub tebchaws tau txhawb nqa cov neeg siv khoom siv hluav taws xob xws li 5G xov tooj ntawm tes thiab khoos phis tawj. Nws yog qhov pom tau tias high-end HDI cov khoom lag luam yav tom ntej yuav nce sai. Qhov sib txawv ntawm kev sib xyaw ua ke ntau dua, qhov hnyav dua thiab ntau qhov chaw txuag ntawm cov khoom siv hauv lub xov tooj ntawm tes yuav txhawb nqa kev txhim kho thiab kev loj hlob ntawm HDI boards thiab RF boards.

(3) PCB downstream daim ntawv thov kev lag luam nyob rau hauv Tuam Tshoj mainland yog dav faib, tsim ib tug nruam impetus

Txoj kev loj hlob ntawm downstream industries yog lub zog tsav rau kev loj hlob ntawm PCB kev lag luam. Tam sim no, PCB downstream daim ntawv thov kev lag luam hauv Suav teb tseem suav nrog kev sib txuas lus, khoom siv hluav taws xob, khoos phis tawj, khoom siv network, kev tswj hwm kev lag luam, kev kho mob, automotive electronics, aerospace thiab lwm yam haujlwm. Raws li ib qho ntawm cov ceg ntoo nrog lub zog loj tshaj plaws hauv kev lag luam PCB, HDI boards txuas ntxiv siv rau hauv kev lag luam qis. Tam sim no, HDI cov khoom lag luam feem ntau yog siv hauv xov tooj ntawm tes, khoos phis tawj khoos phis tawj, automotive electronics thiab lwm yam khoom siv digital, ntawm cov xov tooj ntawm tes yog siv ntau tshaj plaws. Nyob rau hauv xyoo tas los no, lub zog loj hlob ntawm RF boards kuj tau qhia txog qhov zoo. Kev sib koom ua ke siab thiab hloov tau yooj yim txiav txim siab qhov ua tau zoo ntawm RF boards, uas tuaj yeem siv rau ntau yam khoom ntawm ntau qhov ntau thiab tsawg. Tam sim no, cov khoom siv hluav taws xob me me feem ntau yog siv. , xws li xov tooj ntawm tes, headphones, koob yees duab thiab lwm yam khoom.

Nrog rau kev tshaj tawm 5G daim ntawv tso cai ua lag luam, 5G kev tsim kho tau nkag mus rau theem ntawm kev loj hlob sai, thiab kev lag luam yav tom ntej xav tau rau ntau txheej pawg thawj coj saib thiab cov rooj sib tham ua haujlwm siab ceev rau kev sib txuas lus yog qhov loj. Nyob rau tib lub sijhawm, kuv lub teb chaws tam sim no tau txhawb nqa "Internet plus" txoj kev txhim kho. Cov thev naus laus zis tshiab thiab cov khoom lag luam tshiab txuas ntxiv mus, cov thev naus laus zis tshiab xws li huab suav thiab cov ntaub ntawv loj txuas ntxiv mus rau kev tsim kho tshiab, thiab cov khoom siv ntse tshiab xws li AI cov cuab yeej thiab kev tsav tsheb tsis muaj zog txuas ntxiv txhim kho, uas yuav txhawb nqa kev noj haus. Kev loj hlob sai ntawm PCB daim ntawv thov kev lag luam xws li cov khoom siv hluav taws xob thiab tsheb hluav taws xob, kev txhawb zog ntawm 5G cov xov tooj ntawm tes kuj tau txhawb nqa kev hloov kho thiab hloov kho ntawm HDI boards, thiab txhawb kev txhim kho sai ntawm HDI kev ua lag luam.

(4) Cov qauv hauv cheeb tsam ntawm PCB hauv Suav teb av loj tau hloov kho, thiab kev sib koom ua ke ntawm ntau lub cheeb tsam kev loj hlob zoo kawg li.

Feem ntau ntawm PCB kev lag luam yog tsim nyob ib ncig ntawm cov cheeb tsam ntawm downstream industries cuam tshuam nrog nws. Xws li kev faib tawm tuaj yeem txuag cov nqi tsheb thauj mus los ntawm ib sab, thiab siv cov peev txheej muaj peev xwm ntawm kev lag luam hauv qab ntawm qhov tod tes. Cov kev lag luam hauv PCB kev lag luam feem ntau yog muab faib rau hauv Pearl River Delta, Yangtze River Delta thiab Bohai Rim thiab lwm thaj chaw uas muaj kev lag luam zoo, qhov zoo ntawm qhov chaw thiab cov txuj ci zoo, uas qhia txog cov qauv kev txhim kho pawg. Txawm li cas los xij, cuam tshuam los ntawm kev nce nqi zog nyob rau xyoo tas los no, qee lub tuam txhab PCB tau maj mam hloov lawv cov chaw tsim khoom mus rau thaj chaw hauv av, xws li Hubei, Hunan, Anhui, Chongqing thiab lwm thaj chaw, txhawm rau txo qis kev ua haujlwm siab los ntawm kev nce nqi zog. .

Nyob rau yav tom ntej, qhov xwm txheej ntawm kev loj hlob nyob rau hauv Pearl River Delta, Yangtze River Delta, Bohai Rim, thiab cov cheeb tsam nruab nrab thiab sab hnub poob yuav raug tsim. Kev loj hlob ntawm ntau lub cheeb tsam yuav ua rau txo qis cov nqi zog, thiab tib lub sijhawm daws teeb meem ntawm kev loj hlob ntsuab rau qee qhov, uas yog qhov tsim nyog rau kev txhim kho mus ntev ntawm PCB kev lag luam. txhim kho.

(5) Kev ua lag luam HDI hauv Suav teb loj yog cov khoom tsis txaus, thiab cov tuam txhab lag luam hauv tsev tau txais txiaj ntsig hauv kev txhim kho

Txij li xyoo 2019, tsoomfwv tau txhawb nqa kev tsim kho ntawm 5G lub hauv paus chaw nres tsheb, thiab cov chaw nres tsheb hauv paus yog ntau dua li ntawm 4G era. Kev tsim kho loj ntawm cov chaw zov me nyuam, 5G thiab AI yuav ua rau qhov kev thov rau high-end PCBs. Txawm hais tias kev lag luam tsheb tau qeeb ib ntus los ntawm kev sib kis xyoo no, kev tsav tsheb tsis muaj zog, V2X kev sib txuas lus thiab cov khoom siv hluav taws xob hauv tsheb yuav ua rau qhov kev thov rau tsheb hluav taws xob PCBs sai sai. Raws li cov neeg siv khoom siv hluav taws xob, txij li kev sib koom ua ke ntawm chips hauv 5G lub xov tooj ntawm tes yog siab dua li ntawm 4G xov tooj ntawm tes, HDI zoo tib yam ntawm cov xov tooj ntawm tes hauv Android yuav raug hloov kho mus rau high-end HDI, xws li kev txiav txim thib peb, thib plaub. , lossis Txhua Txheej HDI, thiab kev hloov kho HDI yog superimposed. Kev rov qab los ntawm cov neeg siv khoom siv hluav taws xob xa khoom yuav dhau los ua lub zog tsav rau kev nce ntxiv ntawm cov khoom siv PCBs siv hauv cov khoom siv hluav taws xob. Qhov kev thov sib txawv rau kev sib koom ua ke ntau dua, sib dua qhov hnyav thiab ntau qhov chaw txuag hauv cov xov tooj ntawm tes tau txhawb nqa kev txhim kho HDI ntawm motherboard ntawm cov xov tooj ntawm tes. 5G cov neeg siv khoom siv hluav taws xob, kev sib txuas lus, thiab cov khoom siv hluav taws xob hauv tsheb tau tsav kev loj hlob ntawm high-end HDI xav tau.

Txawm li cas los xij, kev loj hlob ntawm cov khoom lag luam hauv high-end HDI lag luam qeeb. Ntawm qhov tod tes, vim muaj peev txheej thiab kev cuam tshuam ntawm cov neeg nkag tshiab, HDI cov kab ntau lawm yuav tsum muaj peev txheej loj xws li kev yuav khoom, thiab tseem yuav tsum tau siv sijhawm ntev ntawm kev siv thev naus laus zis, yog li tus nqi nkag ntawm cov tuam txhab tshiab yog kuj siab. , nws yog ib qho nyuaj rau tus naj npawb ntawm cov neeg tsim khoom kom nce ntxiv hauv lub sijhawm luv. Ntawm qhov tod tes, rau cov tuam txhab PCB uas twb muaj lawm, kev hloov kho qib yuav tsum muaj peev xwm ntau lawm. Rau thawj lub peev xwm ntawm kev txiav txim siab tsawg-txheej HDI, yog tias qhov kev txiav txim siab ntau-txheej HDI yuav tsum tau tsim, qhov kawg cov zis tawm yuav raug txo kom tsawg.

Nrog rau txoj kev loj hlob sai ntawm 5G kev tsim kho, kev lag luam yav tom ntej thov rau ntau txheej boards thiab high-frequency high-speed boards rau kev sib txuas lus yog loj. Txawm hais tias qee lub tuam txhab tau nqis peev hauv kev nthuav dav ntau lawm, tag nrho, kev loj hlob HDI hauv tsev tseem tsis tuaj yeem ua tau raws li kev loj hlob sai. xav tau. Raws li qhov xwm txheej no, kev lag luam HDI hauv tsev yuav muaj qhov tsis txaus ntawm cov khoom siv thiab kev xav tau hauv xyoo tas los no. Yog li ntawd, tam sim no domestic high-end HDI manufacturers yuav coj mus rau hauv loj loj txoj kev loj hlob.